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Loan Package Service

Our services are centered around your Business Success. We offer business consulting, business coaching, and business turnaround consulting. We develop and implement business plans, marketing plans, strategic plans, loan packages and investment overviews. Full website design, development, seo and marketing services. Click the button below to learn more.
Written by a 20+ year veteran in business planning. This guide includes pivotal business planning tips and costly mistakes to avoid. Includes a step by step workbook that provides a simple roadmap to developing a successful business plan for any purpose, including funding business plans, investor plans, vc plans, lender plans, success plans, joint venture plans, and more!
Frank Goley provides experienced and entertaining seminars and presentations on business success strategies and solutions. Topic areas include: business planning, marketing, business turnarounds, recession tactics, search engine optimization, inbound marketing, internet marketing, running and growing a successful business, strategic planning ...
The Business Success Guide has over 30 in-depth sections on the important knowledge areas necessary to start, manage, or grow a successful business. Learn from the real world success of Frank Goley, an experienced Entrepreneur, Business Owner and Consultant, who has many years experience in starting, growing, and turning around small and medium size companies.

Overview of our Loan Package Service

Loan Package Service

A properly developed and written loan package is essential to obtaining bank finance and private lender finance. Frank Goley, the ABC business consultant, has extensive expertise and experience in bank and private equity finance. He will ensure you are putting forth the right, customized package for each funding source to ensure you have the very best chance of successful funding at the best terms. This package includes unlimited consulting and package updates as needed by the client.

What’s Included

The Loan Package is comprehensive and has the following sections (customized to the client):

  • Loan Summary
  • Company/ Project Information, Contact Details & History
  • Principals’ Backgrounds, Experience & Resumes
  • Key Project Employees, Executives & Managers’ Experience and Responsibilities
  • Company & Project Organizational Chart
  • Company Registration
  • Project Description
  • Project Pictures & Renderings
  • Key Roles & Relationships:  Company, Strategic Partners, Third Parties and Government
  • Sources & Uses of Funds
  • Company & Project Collateral, Assets, Liens and Loans
  • Schedule of Real Estate
  • Rent Roll
  • Company & Principals’ Credit Standing and Credit Reports
  • Principals’/ Company Financial Statements
  • Company Balance Sheet
  • Project Budget
  • Company & Project Cash Flow Statements
  • Pre-Sale Commitments
  • Project Appraisals & Valuations
  • Project Studies, Feasibility Studies, Business Plan, Consulting Studies and Engineering Studies
  • Project Proposals and Contracts, Lease Agreements & Escrow Agreements
  • Title Policies
  • Annual Reports
  • Tax Returns:  Personal & Business
  • Project Strategic Plan & Time Line
  • Project Construction Plans, Specifications, Drawings, Surveys and Maps
  • Project Construction Cost Breakdown
  • Construction Cash & Finance Disbursement Schedule
  • Project Construction Cash Flow Statement
  • Project & Company Advisors, Consultants, Contractors, Construction Team, Legal Firms, Accounting Firms and Engineering Firms
  • Appendix

Why Our Loan Package is Better

  • Highly Customized – Completely Customized Plan to Your Needs and Specific Objectives. All Plans are Custom and Original. The plan is targeted for specific funding sources- up to five different renditions.
  • Substance & Flair – Our Plan is both Highly Substantive and has Full Color Charts, Graphics and Tables.
  • Sophisticated Financial Analysis – We use Sophisticated Financial Software to Produce High Quality Financial Projections.
  • Unlimited Consulting – We offer Unlimited Plan Consulting via Phone & Email for THREE Months.
  • Implementation Support – Includes Plan Implementation, Results Tracking, Re-Works and Updates for THREE Months.
  • The Plan is Yours – You will receive all Work Copy and a Finished Plan in Word, Excel, and PDF Formats.

Pricing, Timing and Terms

Price

$800

Development Time

1 to 2 weeks. This time frame can be shortened or lengthened, depending on how quickly we receive information back from clients and the complexity of the plan.

Payment Options

  • Make Payments – One-half to commence plan and One-half at planning process completion.

Or…

  • Pay In Full Discount – 10% off the total package price when paid for in full at commencement of service.

Get Started Today

We will get started on your business success service within mere hours of hiring us! Please choose your payment option below and click the PayPal “Buy Now” button to pay securely using your Credit Card. We look forward to working with you…

Loan Package – Please Choose a Payment Option
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